DIMENSIONAL US VTOR EQTY ETF (DXUV) Institutional Ownership Changes & 13F Activity
DIMENSIONAL US VTOR EQTY ETF (DXUV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Citigroup Inc, Goldman Sachs Group Inc, Mml Investors Services, Llc, and Beacon Pointe Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Buy | +32,362 | +4.3% | 785,013 | $52.20M | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Buy | +7,456 | +3.2% | 238,448 | $15.86M | Q2 2026 | Aug 17, 2026 |
| E-Wealth Partners, Llc | Sell | -1,889 | -4.9% | 36,389 | $2.42M | Q2 2026 | Aug 17, 2026 |
| Switchpoint Financial Planning, Llc | Buy | +1,235 | +7.8% | 17,034 | $1.13M | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Buy | +45,456 | — | 45,456 | $3.02M | Q2 2026 | Aug 14, 2026 |
| American Trust | Buy | +6,051 | +2.3% | 268,870 | $17.88M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +208 | +9.2% | 2,477 | $165.00K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +70 | — | 70 | $4.67K | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | Buy | +26 | +0.2% | 13,692 | $910.52K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +18 | — | 18 | $1.19K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4 | — | 4 | $266.00 | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Sell | -3,535 | -18.9% | 15,122 | $1.01M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +991 | +404.5% | 1,236 | $82.19K | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, Llc | Buy | +21 | — | 21 | $1.40K | Q2 2026 | Aug 13, 2026 |
| Cloud Capital Management, Llc | Buy | +12 | +0.3% | 4,576 | $304.00K | Q2 2026 | Aug 13, 2026 |
| Ep Wealth Advisors, Llc | Buy | +2,028 | — | 2,028 | $134.88K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +723 | +1.4% | 51,847 | $3.45M | Q2 2026 | Aug 12, 2026 |
| Shepherd Financial Partners Llc | Buy | +15,203 | — | 15,203 | $1.01M | Q2 2026 | Aug 10, 2026 |
| Financial Harvest, Llc | Buy | +13,938 | +18.8% | 87,949 | $5.85M | Q2 2026 | Aug 10, 2026 |
| Triad Wealth Partners, Llc | Buy | +3,845 | — | 3,845 | $265.38K | Q2 2026 | Aug 10, 2026 |
| Vestia Personal Wealth Advisors | Buy | +403 | +1.9% | 21,209 | $1.41M | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Sell | -43,932 | -58.5% | 31,154 | $2.07M | Q2 2026 | Aug 07, 2026 |
| Stage Harbor Financial, Llc | Buy | +16,037 | +21.1% | 92,079 | $6.12M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +7,877 | — | 7,877 | $523.85K | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +1,465 | — | 1,465 | $97.42K | Q2 2026 | Aug 07, 2026 |
| Fifth Third Bancorp | Buy | +668 | — | 668 | $44.42K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +106,712 | — | 106,712 | $7.10M | Q2 2026 | Aug 03, 2026 |
| Citigroup Inc | Buy | +57,489 | — | 57,489 | $3.82M | Q2 2026 | Aug 03, 2026 |
| Bip Wealth, Llc | Buy | +3,626 | +14.4% | 28,851 | $1.92M | Q2 2026 | Aug 03, 2026 |
| Bcr Wealth Strategies, Llc | Sell | -6,070 | -0.8% | 782,808 | $52.06M | Q2 2026 | Jul 31, 2026 |
Frequently asked questions about DXUV activity
Which institutional owners are buying DXUV?
Institutional owners buying DXUV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DXUV activity?
"Buy" means an investor increased their reported position in DXUV compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL US VTOR EQTY ETF (DXUV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DXUV increasing?
Institutional interest in DXUV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.